Northern Trust

1 day ago

Senior Relationship Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Manage complex fiduciary and wealth management client relationships for sophisticated clients, ensuring high-quality fiduciary service and overall client satisfaction. Lead goals-driven conversations, provide proactive guidance on products/services, and translate complex regulatory or tax topics into clear client language. Coordinate with clients’ professional advisors to implement advisory solutions, identify fiduciary risk issues, mentor less experienced partners, and support growth through referrals and community engagement.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage an assigned base of sophisticated wealth management clients, maintaining mastery of governing documents and fiduciary duties.
•Lead client conversations on holistic, goals-driven wealth management and advise on products/services, issues, and regulatory or tax changes.
•Identify opportunities to enhance relationships by applying fiduciary standards and Northern Trust resources to deliver high-quality service.
•Provide proactive client service through effective written and verbal communication and strong time management.
•Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies and procedures; mentor others on complex fiduciary matters.

Key Requirements

•12–15 years of experience as a relationship manager or attorney in trust/estate administration or related fields.
•College or university degree; JD or similar credential strongly preferred.
•Extensive knowledge of fiduciary and financial products/services, including investments, tax, legal, and operational considerations.
•Deep understanding of fiduciary standards, principles, and applicable laws and regulations supported by training or advanced education.
•Strong leadership and problem-solving skills, with ability to negotiate, delegate, and organize effectively.

Experience:12-15 yearsWealth managementFiduciary servicesEstate administration

Education:Professional (JD, MD, etc.)

Skills:LeadershipProblem-solvingNegotiationOrganizational effectivenessCommunication

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

1 day ago

Senior Relationship Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage an assigned base of sophisticated wealth management clients, maintaining mastery of governing documents and fiduciary duties.
•Lead client conversations on holistic, goals-driven wealth management and advise on products/services, issues, and regulatory or tax changes.
•Identify opportunities to enhance relationships by applying fiduciary standards and Northern Trust resources to deliver high-quality service.
•Provide proactive client service through effective written and verbal communication and strong time management.
•Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies and procedures; mentor others on complex fiduciary matters.

Key Requirements

•12–15 years of experience as a relationship manager or attorney in trust/estate administration or related fields.
•College or university degree; JD or similar credential strongly preferred.
•Extensive knowledge of fiduciary and financial products/services, including investments, tax, legal, and operational considerations.
•Deep understanding of fiduciary standards, principles, and applicable laws and regulations supported by training or advanced education.
•Strong leadership and problem-solving skills, with ability to negotiate, delegate, and organize effectively.

Experience:12-15 yearsWealth managementFiduciary servicesEstate administration

Education:Professional (JD, MD, etc.)

Skills:LeadershipProblem-solvingNegotiationOrganizational effectivenessCommunication

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn